Order Status Report (SOR720)

Using Reports

Use the Order Status Report to obtain a report of all open orders and/or backorders currently in the sales orders processing cycle.

This report is especially useful in spotting inventory shortages and potential shortages, as well as allocating available stock.

You have the option to:

Select the print order - order number, customer number or item number.
Select the beginning and ending order choice.
Select the item description(s) to print.
Select warehouse(s) to print.
Print price information.
Print for various order priorities. You can select any combination of normal, rush and service hold order priorities.
Print only open orders, only back orders, or all to print.
Select the beginning and ending dates to print.
Print the component items of bill-of-material (BOM) finished items.
Print the report for a salesperson or all salespeople.

The report includes the following: document number, requested date, customer number, customer name, item number, item description, available quantity, on order quantity, backordered quantity, sales order quantities, amount ordered, committed, shipped, and backordered, selling and pricing units of measure, price, shipping and initiating warehouse, order type, and an extension of the total dollar amount ordered.

If the item is a special order then the PO/transfer information and status is printed. If you are printing component items for BOM finished items, they are denoted by an asterisk by the item number and include any memos. The order the information prints depends on the print order.

FACTS Report Formatter and Multiple Output Options

This report has access to the FACTS Report Formatter and Multiple Output option. The Multiple Output option allows you to print to more than one output for each instance of a report. For example, a report can print to Excel, the viewer, and to a printer all in one print run. To access the multiple output feature simply choose the Multiple option from the Print Options screen. The FACTS Report Formatter allows you to expand your reporting capabilities beyond defining a printer (in Printer F/M). To access the FACTS Report Formatter, select Custom Report Layout--> Customize Report from the menu bar.

Field Descriptions

Use the following fields to print an Order Status Report:

1. Print Order

Select the order in which to print the report: Order number, Item number or Customer number. The program defaults to Order number.

2. Sort (By Date)

If you selected Item or Customer number in the Print Order field, this field is skipped. If you selected Order number, indicate whether to print the documents in requested date order. The program defaults to not selected.

3. Date

If you selected the Sort by flag, indicate if you want orders sorted on the report using the ordered date if the requested date is ASAP. The program defaults to not selected. This field is skipped if N was entered for the Sort By Date field.

4. Beginning

Enter the beginning order choice to print.

5. Ending

Enter the ending order choice to print.

6. Warehouse

Enter the warehouse for which the report is to print. Entering a valid warehouse code displays the warehouse description. The program defaults to the warehouse assigned to the terminal.

7. Warehouse or Direct Shipment Orders

Select whether to print W-warehouse orders or D-direct shipment orders. The program defaults to ALL.

8. Type

If the Allow Backorders flag in the Sales Orders Static Control F/M is not selected, this field is skipped. Otherwise, indicate whether you want to print Open orders only or Backorders only on the report. The program defaults to ALL.

9. Include

This field is skipped if O or ALL was entered in the Type field. Indicate whether to print D (documents with a type of backordered) or L (any document with a backordered line-item). Note that if you enter D, the report will not include documents with a type of O (open orders) that have some backordered line-items. The program defaults to D.

10. Priority

Enter the order priority to use for printing: N-normal, R-rush and/or H-service hold orders. Press F3 to default to All or F4 to backup.

11. Origin

The origin of the sales order document. Available origins are: N-non-remote, W-web or R-remote or A-all.

12. Price

Indicate whether to print pricing information on the report. The program defaults to selected.

13. Quantities

This field is skipped if N was entered in the Price field. Enter A to use actual quantities to calculate the price extension on the report (i.e., committed or shipped quantities) or O to use the quantities ordered by the customer(s). The program defaults to A.

14. Beginning Date

Enter the beginning request date to print. Press F1 to default to FIRST.

15. Ending date

Enter the ending request date to print. Press F1 to default to LAST.

16. Item Description

Enter whether to print description 1 on the report, description 2 on the report, Both descriptions, or N-no description as set in the Item F/M. The program defaults to not selected.

17. BOM Components

Indicate whether to print the component items for BOM finished items. These are finished items for which on-hand quantities are updated in SO (i.e., they are not processed through Manufacturing Control).

18. SLSP/TERR

Enter the salesperson/territory to print.

Order Status Report (SOR720)

Field Descriptions

See Also